Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
Donor-Advised Funds Surge to Record in 2016, NPT Reports
By Michael S. FischerDAFs continue to be the fastest-growing charitable giving vehicle in the U.S.
November 16, 2017
Passive Investing a ‘Great Way to Free Up Time’: Schwab’s ClarkMost indie advisors see the rise of passive investing as an opportunity, not a threat, according to a Schwab survey.
November 15, 2017
Betterment Adds Charitable Giving Feature in Time for Year-End Tax MovesBetterment Charitable Giving will launch Nov. 28 and is available for all its retail investors and advisors using its advisory platform.
November 13, 2017
Is Gender Lens Investing a Good Opportunity for Female Clients?Gender lens investing, a subset of impact investing, involves actively investing in businesses that benefit women.
November 13, 2017
10 Finance Books Worth ReadingThe Ritholtz Wealth co-founder and chairman says these names go beyond the classics; several are off the beaten path and very worthwhile.
November 13, 2017
4 Common Questions About End-of-Year Charitable Giving StrategiesCongress could change the rules soon, but, for now, these are the rules.
November 10, 2017
More Entrepreneurs Focused on Impact Through Their Business, InvestmentsFour in 10 entrepreneurs consider positive impact core to assessing business performance, BNP Paribas found.
November 09, 2017
Why Donors Who Want to Give More Often Don’tPersonal finance concerns are one factor, but there may be ways to create "found money" in donors' budgets, Fidelity Charitable says.